Light Street Capital Management’s Wolfspeed WOLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-795,427	Closed	-$84.2M	–	61
2020 Q4	$84.2M	Sell	795,427 -59,306	-7%	-$6.28M	2.51%	11
2020 Q3	$54.5M	Sell	854,733 -409,442	-32%	-$26.1M	1.71%	25
2020 Q2	$74.8M	Buy	1,264,175 +221,475	+21%	+$13.1M	3.11%	6
2020 Q1	$37M	Buy	+1,042,700	New	+$37M	1.95%	24